KIM
FINS

Karpus Investment Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Karpus Investment Management’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.6M Sell
4,654,677
-43,169
-0.9% -$551K 1.71% 13
2026
Q1 		$59.9M Sell
4,697,846
-453,195
-9% -$5.91M 1.87% 10
2025
Q4 		$68M Sell
5,151,041
-162,941
-3% -$2.14M 2.09% 8
2025
Q3 		$69.7M Sell
5,313,982
-217,353
-4% -$2.85M 2.21% 8
2025
Q2 		$71.8M Buy
5,531,335
+1,989,029
+56% +$26M 2.32% 7
2025
Q1 		$47.8M Sell
3,542,306
-229,145
-6% -$3.05M 1.55% 14
2024
Q4 		$47.9M Sell
3,771,451
-563,605
-13% -$7.29M 1.42% 18
2024
Q3 		$57.3M Sell
4,335,056
-112,135
-3% -$1.43M 1.59% 13
2024
Q2 		$55M Sell
4,447,191
-62,445
-1% -$775K 1.55% 14
2024
Q1 		$56.3M Buy
4,509,636
+285,911
+7% +$3.5M 1.62% 14
2023
Q4 		$50.3M Buy
4,223,725
+649,193
+18% +$7.8M 1.53% 16
2023
Q3 		$43M Buy
3,574,532
+254,060
+8% +$3.01M 1.45% 15
2023
Q2 		$39.2M Buy
3,320,472
+1,092,815
+49% +$13.1M 1.23% 17
2023
Q1 		$27.5M Buy
2,227,657
+605,779
+37% +$7.84M 0.86% 28
2022
Q4 		$20.8M Buy
+1,621,878
New +$21M 0.7% 37

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Karpus Investment Management's FINS Position: Q2 2026 in Review

Karpus Investment Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 0.92% in Q2 2026, selling an estimated $551K and leaving 4,654,677 shares worth $59.6M. The position accounts for 1.71% of the portfolio, ranked #13.

Karpus Investment Management first reported a position in FINS in Q4 2022 and has held it in 15 quarters since. The position peaked at $71.8M in Q2 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Karpus Investment Management held 4,654,677 shares of Angel Oak Financial Strategies Income Term Trust worth $59.6M as of Q2 2026.
  • Karpus Investment Management sold 43,169 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $551K.
  • Angel Oak Financial Strategies Income Term Trust made up 1.71% of Karpus Investment Management's portfolio in Q2 2026, its #13 holding.
  • Karpus Investment Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and has held it in 15 quarters since.
  • Karpus Investment Management's Angel Oak Financial Strategies Income Term Trust position peaked at $71.8M in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.